What You Need to Know About the Microsoft Dynamics AX Navigation Pane

The Navigation Pane within Microsoft Dynamics AX should feel very familiar – the feature is meant to mimic the Navigation Pane within Outlook. Did you know you have some options for personalization of the Navigation Pane – options you can set yourself, without the help of a developer or administrator?

TURN THE NAVIGATION PANE OFF

The first thing to note is that the Navigation Pane can be turned off and on. If you don’t like it taking up real estate, you can turn it off by clicking on the View icon on the address bar to open up the View menu and then unchecking the Navigation Pane item in the menu.

View menu – Navigation Pane control

AUTO-HIDE THE NAVIGATION PANE

You do have the option of leaving the Navigation Pane turned on, but hiding it when not in use. To do so, click on the View icon on the address bar to open up the View menu, and check the Auto-Hide Navigation item as seen in the screen shot above. When selected, the Navigation Pane will appear collapsed on the left of your workspace, as in the picture below. To open it up, simply hover your mouse over the Navigation Pane. To collapse it back down, click anywhere else in the workspace. You can also turn the Auto-Hide option on and off by pressing Alt-Shift-F1 to bypass the View menu.

Navigation Auto-Hide

ADD WINDOW OR REPORT TO FAVORITES ON NAVIGATION PANE

Do you find that 75% of the time you are accessing the same 3 windows within AX? Would you like to be able to access them easily, without having to navigate from module to module? Add them to your Favorites section of the Navigation Pane. Right-click the menu item for your favorite window or report, and select Add to Favorites.

Add to Favorites

ORGANIZE NAVIGATION PANE FAVORITES

If you have numerous Favorites saved, and would like to organize them into a folder structure, you can do so by right-clicking Favorites on the Navigation Pane and choosing Organize Favorites. Use the Delete, Rename, Create folder and Move to folder buttons to organize your folder structure.

Organize favorites

REMOVE FAVORITES MENU FROM NAVIGATION PANE

If you don’t save your Favorite menu options, and would prefer to gain that bit of real estate back, and you remove the Favorites section from the Navigation Pane by clicking on the View icon on the address bar to open up the View menu, and un-selecting the Show Favorites in Navigation Pane checkbox to toggle the Favorites section off.

Show Favorites in Navigation Pane

RESIZE AREA DEVOTED TO MODULE BUTTONS

At the bottom of the Navigation Pane is an area devoted to buttons which function as shortcuts to modules within AX. You can resize the area devoted to module buttons, which changes the number of buttons presented, by clicking on the handle and dragging it up or down.

Navigation Pane Module Buttons

ADD, REMOVE AND RE-SORT NAVIGATION PANE BUTTONS

Do you see the Cost Accounting button on the Navigation Pane, even though you do nothing in that module? You can specify which module buttons you want presented on the Navigation Pane by selecting from modules available to you. You can make this selection by navigation clicking on the View icon on the address bar to open up the View menu and selecting Navigation Pane Options. From within the Navigation Pane window, select which buttons to display, and re-sort the order in which they’re presented by using the Top, Up, Down and Bottom buttons. You can also bypass the View icon and open this window by clicking on the configure button on the bottom of the Navigation Pane.

About Kristy Loeks

Kristy is a Functional Consultant focused on financials, human resources and payroll. She has 17 years of experience in consulting and public accounting as an auditor and controller. Kristy is a CPA and a CAPM with extensive project management experience.

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